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July 21, 2026

Press

8 Focus Advisors Named to AdvisorHub’s 2026 1,000 Advisors to Watch List

We are proud to share that 8 Focus team members have been named to AdvisorHub’s 2026 1,000 Advisors to Watch list, which recognizes advisors based on the scale and quality of their practices, year-over-year growth, and professionalism.

AdvisorHub’s 2026 1,000 Advisors to Watch list was released in June 2026 for data as of December 31, 2025. This recognition is open to any advisors who meet the following requirements: at least $150m in AUM, 7 years of experience, 2 years at current firm and in good standing, and a clean regulatory record. Advisors are then ranked on a 100-pt scale based on their sophistication and scale of practice, year-over-year growth, and professionalism. Todd Douma and Skylar Riddle’s recognition was based on information submitted by Kovitz Investment Group. There are no fees to participate or promote this award. 

Learn more about the award criteria and methodology here.

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July 17, 2026

Press

Focus Named on Financial Advisor Magazine’s 2026 RIA Ranking and Top 50 Fastest Growing Firms Lists

We are pleased to share that Focus has been ranked No. 5 in Financial Advisor Magazine’s 2026 RIA Ranking and recognized as the No. 7 fastest-growing firm on its Top 50 Fastest Growing Firms list.

Financial Advisor’s Magazine’s 2026 RIA Survey and Rankings List was released in July, 2026 for data as of 12/31/2025. Registered Investment Advisers with more than $500 million in assets under management (AUM) are ranked largest to smallest based on AUM and number of clients reported in their publicly available ADV filings with the SEC. No compensation was paid to participate or be included in this ranking.

Read the methodology here.

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July 07, 2026

Press

Focus Named a Top Wealth Management Firm in Greater Hartford

We’re pleased to announce that Focus has been named a Top Wealth Management Firm in Greater Hartford by the Hartford Business Journal.

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July 06, 2026

Press

Focus Recognized as One of Portland’s Largest Employers by the Portland Business Journal

We are pleased to announce Focus has been recognized by the Portland Business Journal as one of the metro area’s 1,000+ largest employers , based on local employee count across counties in Oregon and southwest Washington.

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June 25, 2026

Press

Focus Named to Dallas Business Journal’s 2026 Largest Employers in North Texas List

We are pleased to share the Dallas Business Journal has ranked Focus as the 104th largest employer in North Texas.

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June 22, 2026

Press

Focus Named a 2026 Greater St. Louis Top Workplaces Winner by the St. Louis Post Dispatch

We are honored to announce that Focus has been named a Top Workplaces 2026 winner by the St. Louis Post‑Dispatch.

The 2026 Greater St. Louis Top Workplaces was announced in June 2026 for data as of April, 2026.  Employers must have a minimum of 50 employees and be nominated for the award to qualify. Data was provided and ranking was developed by Energage, LLC and is based on an employee engagement workplace survey that measures the workplace experience and culture. Employers are then grouped by employee size and there survey data reviewed. No compensation was paid to participate or be included in this ranking.  Learn more about the methodology here.

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May 28, 2026

Press

Focus Announces Acquisition of EverNest Financial Advisors

Focus Financial Partners Inc., a leading financial services firm comprised of integrated wealth management, family office, and business management services, announced today that Focus Partners Wealth, LLC will acquire EverNest Financial Advisors, LLC in a transaction expected to close in the third quarter of 2026, subject to customary closing conditions.

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May 21, 2026

Press

Focus Named on the Pittsburgh's Largest Investment Services Firms list

We are pleased to share Focus Partners Wealth has been recognized as one of the largest investment services firms in the region by the Pittsburgh Business Times.

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April 21, 2026

Press

Max Haspel Named a 2026 Top Banking and Finance Influencer by Long Island Business News

We are proud to announce that Max Haspel, CEPA®, President of Business Owner Services & Senior Wealth Advisor, has been recognized by Long Island Business News as a 2026 Top Banking & Finance Influencer.

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April 21, 2026

Press

Two Team Members Recognized on the Forbes 2026 America’s Top Wealth Advisors List

We are pleased to announce that Senior Wealth Advisor Debra Brede and Vice Chair Randy Conner have been named to the 2026 Forbes Top Wealth Advisors List.

Forbes 2026 America’s Top Wealth Advisor awards were received on April 7, 2026, for data as of June 30, 2025. Data was provided and ranking was developed by SHOOK® Research, LLC and is based on in-person, virtual, and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client impact, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Fees were paid to Forbes for use and promotion of Debra Brede’s and Randy Conner’s ranking, but not to be considered for the awards.

 Learn more about the methodology here.

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